Creative Planning’s Braskem BAK Stock Holding History

Creative Planning’s Portfolio BAK Stock Details BAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$182K	Buy	49,616 +2,146	+5%	+$8.13K	﹤0.01%	3768
2025 Q4	$140K	Sell	47,470 -9,320	-16%	-$25.5K	﹤0.01%	3649
2025 Q3	$137K	Buy	56,790 +33,614	+145%	+$108K	﹤0.01%	3604
2025 Q2	$76K	Buy	23,176 +2,062	+10%	+$7.47K	﹤0.01%	3465
2025 Q1	$81.3K	Sell	21,114 -3,870	-15%	-$16.1K	﹤0.01%	3283
2024 Q4	$96.4K	Buy	+24,984	New	+$138K	﹤0.01%	3162
2017 Q3	–	Sell	-320	Closed	-$7K	–	2041
2017 Q2	$7K	Buy	320 +200	+167%	+$4.13K	﹤0.01%	3804
2017 Q1	$2K	Hold	120	–	–	﹤0.01%	4261
2016 Q4	$3K	Hold	120	–	–	﹤0.01%	4125
2016 Q3	$2K	Hold	120	–	–	﹤0.01%	4200
2016 Q2	$1K	Hold	120	–	–	﹤0.01%	4139
2016 Q1	$2K	Hold	120	–	–	﹤0.01%	3919
2015 Q4	$2K	Sell	120 -4,880	-98%	-$59.5K	﹤0.01%	4001
2015 Q3	$42K	Buy	+5,000	New	+$38.6K	﹤0.01%	2151

Other funds holding BAK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BFM

Brooklands Fund Management London, United Kingdom $88.9M AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

XSC

X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return

LCM

Lonestar Capital Management San Francisco, California $671M AUM 72.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's BAK Position: Q1 2026 in Review

Creative Planning increased its Braskem (BAK) stake by 4.5% in Q1 2026, buying an estimated $8.13K and bringing the position to 49,616 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #3768.

Creative Planning first reported a position in BAK in Q3 2015 and has held it in 14 quarters since. 64 funds tracked by Wall St. Rank hold BAK as of Q1 2026.

Creative Planning held 49,616 shares of Braskem worth $182K as of Q1 2026.
Creative Planning bought 2,146 Braskem shares in Q1 2026, an estimated $8.13K.
Braskem made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3768 holding.
Creative Planning first reported a position in Braskem in Q3 2015 and has held it in 14 quarters since.
64 funds tracked by Wall St. Rank held Braskem as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.